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Original filing (PDF)20250924101710NAL0007983728001
SYNCHRON, LLC
Form 5500
FILING_RECEIVED
SYNCHRON, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
177
Accounts w/ balance
219
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
12 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNCHRON, LLC.
Plan sponsor
Name
SYNCHRON, LLC
EIN
20-5231690
Address
300 M ST. STE. 501 · WASHINGTON, DC · 200033400
Phone
(202) 604-8254
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WESSEL & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
Investments
23 direct securities · 12 pooled funds· $8.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.2M
23 holdings
Common Collective Trust
$2.6M
11 holdings
Pooled Separate Account
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund | — | — | — | $1.8M | 21.1% | |
| JP Morgan JPMorgan Large Cap Growth Fund | — | — | — | $1.1M | 12.5% | |
| Fidelity 500 Index Fund | — | — | — | $768K | 8.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $766K | 8.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $475K | 5.5% | |
| Insurance Contracts * Principal Fixed Income Guaranteed Option (at contract value) | — | — | — | $473K | 5.5% | |
| American Funds American Funds Growth Portfolio | — | — | — | $454K | 5.2% | |
| ClearBridge Large Cap Value Fund | — | — | — | $374K | 4.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $311K | 3.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $253K | 2.9% | |
| Fidelity Advisor Technology Fund | — | — | — | $241K | 2.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $205K | 2.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $175K | 2.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $159K | 1.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $159K | 1.8% | |
| Euro Pacific EuroPacific Growth Fund | — | — | — | $158K | 1.8% | |
| JP Morgan JPMorgan Core Bond Fund | — | — | — | $152K | 1.7% | |
| Nationwide Amundi Strategic Income Fund ** 429 Victory Government Securities Fund | — | — | — | $135K | 1.6% | |
| (E) | — | — | — | $89K | 1.0% | |
| American Funds American Funds Conservative Growth and Income Portfo | — | — | — | $89K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $78K | 0.9% | |
| First Eagle First Eagle Gold Fund | — | — | — | $71K | 0.8% | |
| Fidelity Advisor Focused Emerging Markets Fund | — | — | — | $64K | 0.7% | |
| Calamos Market Neutral Income Fund | — | — | — | $57K | 0.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $26K | 0.3% | |
| Janus Henderson Janus Henderson Enterprise Fund | — | — | — | $25K | 0.3% | |
| Goldman Sachs Goldman Sachs International Equity Insights Fund | — | — | — | $25K | 0.3% | |
| Invesco Small Cap Value Fund | — | — | — | $14K | 0.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $13K | 0.1% | |
| Fidelity International Index Fund | — | — | — | $10K | 0.1% | |
| DFA US Small Cap Growth Portfolio | — | — | — | $9K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4K | <0.1% | |
| Fidelity US Bond Index | — | — | — | $3K | <0.1% |